2024-05-13T13:32:22-05:00 2023-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2022-07-01 953445094 NCI AFFILIATES INC NCIA 8052963350 1434 CHESTNUT STREET PASO ROBLES CA 93446 CRYSTAL NEVOSH EXECUTIVE DIRECTOR 8052963350 2024-05-10 1 CRYSTAL NEVOSH 999009999 0 MICAL W BOVEE CPA P01023187 8055441441 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRYSTAL NEVOSH 1434 CHESTNUT STREET PASO ROBLES CA 93446 8099533 0 X NCIAFFILIATES.ORG X 1980 CA PROVIDING VOCATIONAL TRAINING, DAY PROGRAM, AND COMMUNITY LIVING SERVICES THAT ENCOURAGE AND SUPPORT INDIVIDUALS WITH DISABILITIES SO THAT THEY MAY SUCCESSFULLY ACHIEVE THEIR PERSONAL AND PROFESSIONAL GOALS. 7 7 226 7 0 0 1038824 824127 4859652 4375197 5273 144873 145680 268290 6049429 5612487 250000 0 0 0 3550029 4042388 0 0 0 1410480 1353573 5210509 5395961 838920 216526 14206343 14738908 682044 534278 13524299 14204630 X PROVIDING VOCATIONAL TRAINING, DAY PROGRAM, AND COMMUNITY LIVING SERVICES THAT ENCOURAGE AND SUPPORT INDIVIDUALS WITH DISABILITIES SO THAT THEY MAY SUCCESSFULLY ACHIEVE THEIR PERSONAL AND PROFESSIONAL GOALS. 0 0 4677940 4646832 THE ORGANIZATION PROVIDES VOCATIONAL INSTRUCTION, DAY PROGRAMMING, AND COMMUNITY LIVING SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN SAN LUIS OBISPO AND MONTEREY COUNTIES. THERE ARE THREE COMPONENTS TO THE VOCATIONAL PROGRAM, ALL OF WHICH ARE SUPPORTED BY A VOCATIONAL INSTRUCTOR TO ENSURE CLIENTS ARE SUCCESSFUL IN THEIR EMPLOYMENT PLACEMENT. THE FIRST STEP IN THE VOCATIONAL PROCESS IS THE WORK ACTIVITY PROGRAM WHICH OPERATES AS A SUBCONTRACTING BUSINESS. THE SECOND STEP IS THE SUPPORTED EMPLOYMENT PROGRAM, WHICH IS A COMMUNITY BASED GROUP PLACEMENT OF 3-4 INDIVIDUALS, HIRED BY A BUSINESS, TO FULFILL SPECIFIC JOB SERVICES. THE THIRD STEP IS THE INDIVIDUAL/DIRECT PLACEMENT PROGRAM IN WHICH AN INDIVIDUAL CLIENT IS HIRED DIRECTLY BY AN EMPLOYER TO PERFORM VARIOUS JOB DUTIES. THE ORGANIZATION ALSO OFFERS AN ACTIVITY CENTER AND COMMUNITY BASED DAY PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS THAT TEACHES DAILY LIVING SKILLS, WELLNESS ACTIVITIES, ADVOCACY, AND OTHER CREATIVE OUTLETS. THEIR COMMUNITY LIVING SERVICES PROGRAM TEACHES AND AIDS DEVELOPMENTALLY DISABLED ADULTS HOW TO LIVE INDEPENDENTLY IN THE COMMUNITY. 4677940 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 107 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X RACHEL MICHEL 8052963350 1434 CHESTNUT STREET PASO ROBLES CA 93446 TERI ELMORE PRESIDENT 2.00 X X 0 0 0 DERRON DIKE VICE PRESIDENT 2.00 X X 0 0 0 BARBARA ROSE SECRETARY/TREASURER 2.00 X X 0 0 0 JORGE AVILA DIRECTOR 2.00 X 0 0 0 LLOYD BUTLER DIRECTOR 2.00 X 0 0 0 ABIGAIL GRIFFIN DIRECTOR 2.00 X 0 0 0 CONNER SANDMAN DIRECTOR 2.00 X 0 0 0 CRYSTAL NEVOSH EXECUTIVE DIRECTOR 40.00 X 193708 0 16935 193708 0 16935 1 0 1 0 0 307078 517049 503857 824127 REHAB/SUPPORTED EMPLOYMENT 624310 4375197 4375197 4375197 89478 89478 52050 0 52050 52050 52050 1875000 1819605 55395 55395 55395 775681 667441 108240 108240 MANAGEMENT REVENUE 624310 108000 108000 108000 5612487 4646832 0 141528 200435 182697 17738 3488498 3179777 308721 128169 115853 12316 225286 205349 19937 8200 8200 20900 20900 59653 42654 16999 6795 1506 5289 21535 11444 10091 70357 33838 36519 304152 279097 25055 11475 11475 319985 239989 79996 118672 113431 5241 REPAIRS & MAINTENANCE 91760 30595 61165 FUEL AND MILEAGE 75631 69435 6196 BAD DEBTS 59706 59706 TRANSPORTATION 36453 32190 4263 148299 99510 48789 5395961 4677940 718021 0 X 4148795 201289 3322703 6475462 507013 1221153 0 1575359 9582 7053 4343 24896 7734833 3481451 6192802 4253382 21105 980314 14206343 14738908 148060 171844 531704 2280 362434 682044 534278 X 13524299 14204630 13524299 14204630 14206343 14738908 216526 463805 0 X 0 1 X 1 0 X 224447 268279 115033 1038824 824127 2470710 224447 268279 115033 1038824 824127 2470710 319551 2151159 17278 17778 45919 48953 141528 271456 7834 22465 30299 2772465 4375197 0.77590 0.81300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1416059 1416059 3444527 1306024 2138503 1172453 824788 347665 583545 1020095 -436550 1118249 330544 787705 4253382 DEPOSITS 21105 ASSETS HELD BY RELATED PARTY 600000 RIGHT OF USE ASSETS - OPERATING LEASES 359209 980314 TENANT DEPOSITS 2280 OPERATING LEASE LIABILITIES 360154 362434 5612487 0 5612487 0 5612487 5395961 0 5395961 0 5395961 X X X X X 0 0 0 0 0 0 0 0 0 CRYSTAL NEVOSH EXECUTIVE DIRECTOR 173708 0 20000 0 0 0 5908 0 11027 0 210643 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR AND REVIEWS SALARY AND SALARY ADJUSTMENTS. X 503857 THRIFT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR, AUDIT COMMITTEE, BOARD OF DIRECTORS, AND BOOKKEEPER REVIEW THE TAX RETURNS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR COMPLETES AND SIGNS A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR AND REVIEWS SALARY AND SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 15 DURING 2023, THE ORGANIZATION'S MANAGEMENT DETERMINED THAT THE CASH AND INVESTMENTS HELD BY BLUE GREEN INVESTMENTS, INC. BELONG TO THE ORGANIZATION AND ITS RELATED ENTITY ACHIEVEMENT HOUSE, INC. BLUE GREEN INVESTMENTS WAS FORMED TO SUPPORT, BENEFICIT, AND CARRY OUT THE PURPOSES OF THE ORGANIZATION AND ACHIEVEMENT HOUSE THROUGH INVESTMENT ACTIVITIES AND GRANTS OF UNRESTRICTED EARNINGS. THE ORGANIZATION, ALONG WITH ACHIEVEMENT HOUSE, HAS CONTROL OF BLUE GREEN INVESTMENTS THROUGH HOLDING A MAJORITY VOTING INTEREST - MEANS OTHER THAN SOLE CORPORATE OWNERSHIP - IN ADDITION TO HAVING AN ECONOMIC INTEREST IN BLUE GREEN INVESTMENTS. DUE TO THESE FACTORS, MANAGEMENT HAS DETERMINED THAT THE CASH AND INVESTMENTS HELD BY BLUE GREEN INVESTMENTS SHOULD BE INCLUDED AS ASSETS ON THE STATEMENT OF NET POSITION. AS A RESULT, THE ORGANIZATION RECORDED A PRIOR YEAR RESTATEMENT TO INCREASE BEGINNING NET ASSETS AND BENEFICIAL INTEREST IN ASSETS HELD BY BLUE GREEN INVESTMENTS BY $600,000 AS OF JULY 1, 2022. BLUE GREEN INVESTMENTS INC 496 LINNE ROAD PASO ROBLES CA 93446 461792073 SUPPORT OF NCI AFFILIATES INC. AND ACHIEVEMENT HOUSE INC. CA 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0